Mortgage Advisor (Fintech)

TL;DR

Mortgage Advisor (Fintech): Providing end-to-end financial advisory and loan processing for home financing solutions with an accent on credit assessment and bank partnerships. Focus on optimizing financing structures for clients and coordinating the loan approval process between banks and underwriters.

Location: Hybrid (Makati City, Philippines)

Company

A high-growth, tech-forward real estate platform dedicated to simplifying the homeownership journey.

What you will do

• Provide end-to-end financial advisory support for customers seeking home financing solutions.
• Analyze customer financial profiles to recommend optimal financing structures based on income and liabilities.
• Prepare and present financing proposals, comparisons, and pitch decks for customers and partners.
• Coordinate the financing process as the primary contact between banks, underwriters, and internal teams.
• Build and expand strategic partnerships with financial institutions.
• Maintain accurate customer interaction and application records within CRM systems.

Requirements

• 3-4 years of experience in consumer lending or mortgage advisory within a financial institution.
• Solid understanding of mortgage products, credit assessment, and lending policies.
• Deep knowledge of laws, regulations, and compliance requirements related to home financing.
• Proven track record of delivering excellent customer service and stakeholder management.
• Ability to manage high volumes of client inquiries with accuracy.
• Must be based in or able to work hybridly in Makati City, Philippines.

Nice to have

• Experience in sales, client acquisition, and account management.